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Strategy CEO: Software Business Sees Strong Growth in Q1, Further Enhancing the "Finance + Software" Dual-Engine Model

2026.05.11 09:22:51

May 11, 2026 — Strategy CEO Phong Le announced the company posted its strongest financial performance in Q1 2026, marking its best quarter in a decade. Highlights include 12% year-over-year revenue growth, a 59% jump in cloud business, and a 27% rise in controllable profit margin—all of which will fund its Bitcoin treasury operations. Over the past six years, the firm has shifted toward becoming a Bitcoin treasury enterprise while continuing to upgrade and expand its core software business. Today, Strategy employs roughly 1,500 people, serves more than 3,000 customers and 500,000 active users, and counts nearly half of the Fortune 500 among its clients—including organizations in finance, healthcare, retail, and government. It operates in 25 countries worldwide and maintains enterprise-grade capabilities via compliance frameworks (SOC 2 Type 2, ISO 27001, FedRAMP, and multiple data/security certifications) to drive long-term stable growth. Meanwhile, the company is ramping up AI and data platform development: it recently launched “Mosaic,” an AI data infrastructure that unifies large models, cloud services, and data warehouses into a single platform, and is pushing internal processes toward automation, intelligence, and self-optimization. Management notes the company’s Bitcoin strategy and software business are creating synergies—boosting employee and customer engagement while strengthening its long-term competitiveness in digital assets and enterprise software.
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Robinhood Chain's Meme coin BUN surges past $80 million in market cap to reach an all-time high.

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LayerZero is gradually phasing out off-chain support for some less active blockchains.

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Tokenized BP stock surges past $1.42 to hit a new all-time high, as positive tailwinds for on-chain tokenized stocks continue to build.

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A newly created wallet has withdrawn 428,640 HYPE tokens from multiple exchanges, valued at approximately $39.23 million.

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The crypto market is experiencing minor volatility, with altcoins starting their rotation rally, DeFi tokens rallying broadly, and assets including QI, QUICK, ENA, JTO leading the gains.

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New wallet 0xbe51 withdraws 428,640 $HYPE ($39.23M) from Bybit, Kraken, Wintermute, Gate, OKX in 8 hours

A newly created wallet, 0xbe51, has withdrawn 428,640 $HYPE ($39.23M) from #Bybit, #Kraken, #Wintermute, #Gate, and #OKX over the past 8 hours.

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